View and edit a client’s Credits

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by Bruce Milne
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From your 'My Hub' page (please see below)

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On the left hand side of your account, you will see the side menu in which you can select 'Contacts'.

 

 

 

You can select the client profile 

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From the list below the client profile picture, you can click 'Financials' followed by 'Credits'

 Screen_Shot_2019-10-17_at_12.58.31.png 

It will allow you to edit any credits they may already have.

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